VP/SVP, Portfolio Valuation and Fund Advisory Services - Multiple Locations

$145,000 - $225,000/Yr

Houlihan Lokey - Chicago, IL

Full-time - Mid Level

Chicago, IL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Houlihan Lokey, Inc. is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with a strong commitment to client success. The open position is for a Vice President or Senior Vice President in the Portfolio Valuation and Fund Advisory (PV) practice, based in Atlanta, Chicago, Dallas, Houston, or New York. This role involves executing client engagements and contributing to the growth of the PV practice, while also facilitating the firm's growth by cross-selling other services.

Responsibilities

• Leading business and financial due diligence sessions with clients
• Providing leadership and guidance towards valuing companies, businesses, and securities
• Leading the valuation review process
• Directing the efforts of Associates and Financial Analysts
• Presenting valuation analyses and conclusions internally and externally
• Managing client deliverables
• Assisting in building and reviewing complex financial models
• Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform
• Creative content development, thought leadership and collaboration across service lines
• Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda
• Pitching engagements and leading in business development initiatives
• Building relationships and maintaining direct contact with current and prospective clients

Requirements

• A minimum of six years of experience in financial services for Vice Presidents and a minimum of eight years of experience for Senior Vice Presidents
• Prior equity and/or debt valuation or related experience
• Excellent verbal and written communication skills
• Advanced accounting, finance, financial modeling, and analytical abilities
• Demonstrated experience managing Analysts/Associates or other personnel
• Entrepreneurial attitude: desire and willingness to support a growing practice and contribute across the full suite of offerings
• Strong command of Microsoft Excel, PowerPoint and common database systems
• Highly motivated with an exceptional work ethic and demonstrated ability and desire to work cooperatively with team members and client professionals.

Nice-to-haves

• Big Four valuation or independent valuation consultants experience
• Master's degree or progress towards an advanced degree
• CFA designation

Benefits

• Competitive total compensation package
• Discretionary incentive compensation